News: PowerTALK

2021-10-23

China Faces Limits on Power and Production

Jack Hao
Jack Hao

The global energy structure has accelerated the adjustment to green energy, and the investment in traditional energy is insufficient. Under the influence of COVID-19, energy supply and demand are disrupted, exacerbating the contradiction between supply and demand, resulting in global power shortage.

China recovered from the epidemic earlier than many other countries and is now almost the only major manufacturer, so industrial power consumption has increased significantly. Power rationing is mainly to alleviate the power shortage and achieve the goal of energy conservation and emission reduction. China is dominated by thermal power generation, and there is a serious shortage of clean energy. There are still big problems in the energy structure.

Source:  Weixunso     Read The Article

PSR Analysis: In 2021, China’s electricity demand will grow by more than 10%, which greatly exceeds the previously estimated demand growth of 6% to 7%. At present, the substantial growth of power demand has put great pressure on power supplies. Coal accounts for about 70% of China’s electricity consumption, but the output of coal is far lower than the demand for electricity.

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Brazil Motorcycle In-Service Population Grows

Fabio Ferraresi
Fabio Ferraresi

During the pandemic, the number of motorcycles in Brazil grew with the demand for delivery and e-commerce and boosted other business, from clothes for motorcyclists to spare parts.

Source: M&T     Read  The Article

PSR Analysis: The effect is seen not only because of the incremental sales and consequent in-service population increase, but because of the profile of utilization that changed. Motorcycles in Brazil are used for last mile delivery and delivery in urban centers, because of the low cost of acquisition and the low cost of operation, flexibility, and agility in traffic. The pandemic accelerated some changes in e-commerce and food delivery and created some demands above the standards already in place. It’s time for many to analyze and grab opportunities that sudden changes bring.   PSR

By Fabio Ferraresi is Director, Business Development ,South America, for Power Systems Research

Volkswagen Truck and Bus and CBMM To Develop Niobium Battery for EV

Volkswagen Truck and Bus, part of the Traton Group, and CBMM, a Brazilian giant of niobium mining, announced an agreement to develop batteries with Niobium for Electric Vehicles. It promises to recharge a Truck Battery in less than 10 minutes and provide a traveling higher range. Volkswagen will start tests in 2022 to develop a functional vehicle with Niobium batteries by the end of 2022.

Source: Revista Oeste     Read The Article

PSR Analysis: Primarily used to improve the strength of high grade steels, Niobium is also used for super conductors and has been tested by CBMM and Toshiba in batteries for three years with positive results. The solution applied for MHV may put Brazil in a strong position in MHV EV segment, since 97% of the Niobium reserves in the world are in Brazil.

Fabio Ferraresi is Director Business Development , South America, for Power Systems Research

Komatsu To Expand Autonomous Truck Operation in Brazil

In line with global trends of automatization, Komatsu is expanding its autonomous Truck operation in Brazil. It already has six trucks operating in the mining complex of Carajás (PA) and other four trucks will be introduced this year. Komatsu says the autonomous driving technology brings 40% savings on tires and brakes, 13% on overall maintenance and 15% on productivity, considering the elimination of stops for driver changing and rest.

Source: M&T    Read The Article

PSR Analysis: Carajás is the biggest mining complex in the world. It makes sense that the leading edge of the technology is being used here. These trucks are a reality, and they will progressively replace trucks driven by people in the next few years in mining complexes such as Carajas and other big ones in Brazil and South America. PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

Volvo Builds Loader with Fossil-Free Steel

Christopher Bamforth
Christopher Bamforth

Volvo Group and SSAB have unveiled an autonomous loader made of fossil-free steel, claimed to be the world’s first vehicle made from that material. Manufactured at Volvo Construction Equipment’s facility in Braås, Sweden, this is said to be “just the start” as a few more will be produced in 2022 with mass production set to follow.

This machine is a load carrier for use in mining and quarrying and is built using a new fossil-free steel from SSAB. Volvo’s CEO Martin Lundstedt has already said that this new machine is a first step in incorporating this new steel in all of their products and components to help reach their goal of being completely carbon neutral by 2040.

Along with the electrification of its vehicles and machines, Volvo adds that it is determined to reduce the carbon footprint of its entire supply chain and this latest innovation is one step forward on this path.

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Strong Growth Will Continue into 2022-23

Yosyf Sheremeta
Yosyf Sheremeta

The third quarter of 2021 brought steady economic activities and strong economic recovery in North America.  Despite this strong economic recovery, many existing and new challenges developed.  Pandemic-related supply chain disruptions, logistics backlogs, shortages within semiconductor products and new virus re-problems, labor market issues (shortages across service industry as well as skilled labor)- have contributed to slower growth in Q3 2021 than previously expected. 

With the help of government support and targeted fiscal policies, the US economy is showing a strong comeback in 2021.  Furthermore, it is on a positive trajectory to continue to grow in the next few years.  There are many reasons for us to be optimistic about this trend.  Our positive outlook is based on the reviews of key economic indicators, including GDP, unemployment, and inflation.  In our previous forecasts, we discussed recovery trends for the post-pandemic period, and we called for a return of demand for most markets in 2021, especially during H2 2021.  

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Q3 2021 Truck Production Index (PSR-TPI) Falls 10.7%

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St. Paul, MN — The Power Systems Research Truck Production Index (PSR-TPI) dropped from 131 to 117, or 10.7%, for the three-month period ended Sept. 30, 2021, from Q2 2021. The year-over-year (Q3 2020 to Q3 2021) loss for the PSR-TPI was 141 to 117, or 17%.

Except for China, all regions are expected to experience solid commercial vehicle demand growth this year and into 2022.  Chinese heavy truck demand is expected to decline this year primarily due to the implementation of the China VI emission regulations that adds cost to the vehicles but no significant improvement in fuel economy.

The PSR-TPI measures truck production globally and across six regions: North America, China, Europe, South America, Japan & Korea and Emerging Markets.

This data comes from OE Link™, the proprietary database maintained by Power Systems Research. PSR

Jim Downey is Vice President-Global Data Products, and Chris Fisher is Senior Commercial Vehicle Analyst at Power Systems Research.

2021-09-26

Mercedes Announces BEV Bus for Brazil

Fabio Ferraresi
Fabio Ferraresi

Mercedes says it has committed an investment of US$ 20 million for the launch of the eO500U, the first electric bus by the German OEM, the market leader in Brazil. Roberto Leoncini, Sales Director said that Mercedes opted for beginning the electrification of the MHV segment by the Bus products because it has higher impact on the population.

One of the key drivers for this launch is the new legislation for São Paulo city that aims to convert 50% of the fleet to electric by 2027. This means 7,000 electric buses will be sold by 2027. Sales forecast starts with 50 to 150 units by 2022.

Source: Automotive Business     Read The Article

PSR Analysis: With new legislation, OEMs rush for e-bus chassis launch to keep market share. Meanwhile, BYD celebrates the opportunity to grow with the lack of competitors, but it needs an improved in business model and strategic aspects to grow. PSR

Fabio Ferraresi is Director-Business Development, South America, for Power Systems Research

Jacto Announces Hybrid Self-Propelled Planter

Jacto has entered the planter segment with three products, Uniport 500, Lumina 400 and Meridia 200. Uniport is the first hybrid self-propelled planter in Brazil. It has a Diesel ICE working as an electric power generator and independent electric drives in the four wheels of the equipment. This design promises less fuel consumption, because of a better traction system and uniform planting speed, and consequent better uptime since it reduces stops for refueling.

Source: Press Release / SAE Brazil Mobility Forum   Read the Article

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Eletra Converts Trucks and Buses to Electric in Brazil

Eletra started converting Trucks and Buses from 3.5 to 54 Tons for the range of 50km to 150km by replacing the actual Powertrain (ICE, Transmission, Axels,) and suspension with batteries, electric drive and new suspension. The main benefits for the approach is to provide 30% less cost than a new Electric Truck and shorten the timing to meet sustainability targets, since the retrofit is done quickly. Companies like Ambev (AB-Inbev) announced 102 trucks retrofitted with Eletra.

Source: M&T    Read The Article

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